Camsao is the easiest way for companies and teams to securely track compliance activities and avoid mistakes.
Camsao is a shared task system used by company secretarial, regulatory compliance, legal and governance departments to ensure no compliance action is ever missed. Its purpose is to manage high level tasks (e.g. regulatory filings, AGM activities, annual reports, directors meetings, business name renewals, solvency resolutions, etc). Tasks are managed by changing their status, reminders, adding notes, attachments, rescheduling them and updating other relevant data.
The concept of task workflow is critical to Camsao.
A task is created with a 'Pending' status. Reminders are sent to the person(s) responsible. Once action is taken on a task it is set to either 'Active', 'On Hold' or 'Waiting On Someone Else'. Once it is completed, the task is set to 'Completed', and subsequently reviewed and 'Closed' by an Auditor.
Any user can view or edit any task unless they are awaiting an Auditor to review it.
When a task reminder due date is reached reminder emails are sent and when a task is closed, a notification is sent to an Auditor.
You can create many/recurring tasks in one go by creating a task, copying it and scheduling it for multiple dates.
There are a range of roles and permissions:
Read Only - Can only view tasks
Edit Tasks - Can view and edit any task (i.e. not only tasks assigned to the users). Users can set tasks to completed. An Auditor must review and close a task.
Auditor - Can view, edit and audit/close tasks.
Administrator - Can manage administration lists and user accounts.
The role of an Auditor is to review all 'Completed' tasks, set them to 'Closed' and ensure that a task is rescheduled if necessary. An Auditor will also need to review pending and overdue tasks.
There are also Entities and Categories. Entities are business units within your organisation you can associate tasks with. Entities can be managed via the Entities administration page. Categories allow you to associate a task with a particular division or area within your organisation and can be managed via the administration page. Additionally you can use projects (off by default) to associate a task with a project within your organisation.
Users must be invited manually. Only an administrator can create a new user and set the permissions of users.
- Simple dashboard
- Unlimited tasks
- Data Export
- Admin Controls